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Creating Static Categories

Overview

Users can create a static group to provide special recognition to customers within these groups. Customers may belong to more than one group. Groups can also be designated as VIP groups giving all customers in that group VIP status.

Examples of groups can be regions where customers are from or consist of the customers that enrolled during a certain promotional period. When creating a customer, user has the option to put the customer into one or multiple static groups. This function allows users to track sales and understand the buying patterns of different consumer markets.

For each customer category you can create a price book for them.  This allows the user to target their customer groups for special pricing or discounts to provide their best customers the buying experience that will keep them coming back.

If a customer is in multiple static categories, the customer is only eligible for one discount and the discount applied will be the one associated with the customer category last created (typically the one with the highest Customer Category ID). Please note - this may not be the customer category with the greatest savings.  

All that is required to create a group is to name the group and designate if it has VIP status or not. It's optional whether to add a Price Book for the group.

Access

Access is given to System Administrator and Financial roles.




Modifying Static Categories


Overview

You can use this to change the name of a group, remove or designate it as a VIP group, or to change the attached Price Book


Details

Select the Customer Category you wish to modify and press show, this will bring up the same screen that is used to create a Customer Category, the user can now modify the name, VIP classification, or attached Price Book.


Access

System Admin and Financial Roles


Navigating to Modify Customer Category:


Modify Customer Category Screen:







Managing Frequency Categories

Three options for defining your Frequency Based Customer Group

  • Gross Margin

    Based your group on your most profitable customer


  • Sales 

    Based your group on the dollar amount of their sales with you


  • Transactions

    Based your group on the frequency of visits/sales transactions from your customers


Customer activity can be tracked based on Gross Margin, Sales Volume or Transaction Count. Within each category there can be many levels. 

Select the tracking level you wish to establish or modify frequency groups for and click on "Show", this will display the screen to define the group.


Defining the Frequency Based Program


Access

System Admin and Financial

Navigating to Customer Category - Frequency Based












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